AI and US equities: Goldman Sachs expert on The Markets podcast

💡 Great insight

AI is not just a technological revolution, it may also be an important driving force for the capital market and is worthy of attention.

The rise of AI is undoubtedly reshaping the market structure and valuation logic. As Louis Miller mentioned, AI is not only a technological issue, but also a structural growth engine across industries. From infrastructure construction (chips, data centers) to the application layer (software, productivity tools, financial services), AI is continuously releasing the dividends of improving production efficiency. In this process, leading companies in the US stock market, especially those with AI layout and data barriers, may become the core driving force of a new round of increases. At the same time, we should also pay attention to the market's sentiment fluctuations and the pace of valuation expansion. In the future, only companies with sustainable AI business models and cash flow will stand out in the capital market. Thanks to the Goldman Sachs team for continuing to share cutting-edge perspectives, which deserves continued attention!

Love this

Thanks for sharing

Thanks for sharing

Absolutely agree with your perspective. In my view, the U.S. market has consistently led in AI-driven businesses for years, and it’s evident that this leadership will continue shaping the tech industry’s future. Investors should focus on emerging companies that are driving these innovations, as they hold the potential to uplift outcomes not just for investors, but for the wider community. Looking forward to more insights and thoughtful discussions.

Thoughtful post, thanks